Apellis PharmaceuticalsAPLS
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 273 institutions reported holding Apellis Pharmaceuticals Inc. (APLS) in their 13F filings, up 26 from Q2 2025. 59 opened new positions and 30 sold out. The largest holders were Avoro Capital Advisors LLC ($276.6M), Vanguard Group Inc. ($226.0M) and Morgan Stanley ($218.2M). 7 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Apellis Pharmaceuticals Inc.
- CUSIP
- 03753U106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $92.3M |
| Exits | 30 | $50.1M |
All 13F filers, Q2 2025 → Q3 2025: 17,305,541 shares bought and 23,287,517 shares sold, net −5,981,976 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 273 holders
| Avoro Capital Advisors LLC | 3.58% | No change | 12,222,222 | $276.6M |
| Vanguard Group Inc. | 0.00% | Reduce -1.6% | 9,987,394 | $226.0M |
| Morgan Stanley | 0.01% | Reduce -1.1% | 9,643,248 | $218.2M |
| Wellington Management Group LLP | 0.04% | Add +3.5% | 9,290,960 | $210.3M |
| Deep Track Capital, LP | 5.05% | Add +14.3% | 8,000,382 | $181.0M |
| BlackRock, Inc. | 0.00% | Reduce -2.1% | 6,268,465 | $141.9M |
| AQR Capital Management | 0.07% | Reduce -24.9% | 4,487,354 | $101.5M |
| Jennison Associates LLC | 0.06% | Add +63.4% | 4,348,055 | $98.4M |
| State Street Corp. | 0.00% | Add +13.3% | 4,037,644 | $91.4M |
| EcoR1 Capital, LLC | 3.75% | Reduce -71.0% | 3,447,156 | $78.0M |
| UBS Group AG | 0.02% | Reduce -27.6% | 3,429,905 | $77.6M |
| Montanova Capital, LLC | 1.97% | No change | 2,878,000 | $65.1M |
| Polar Capital Holdings Plc | 0.29% | Add +96.0% | 2,650,230 | $60.0M |
| Siren, L.L.C. | 2.28% | No change | 2,578,396 | $58.3M |
| Orbimed Advisors LLC | 1.26% | Add +56.7% | 2,323,368 | $52.6M |
| Geode Capital Management, LLC | 0.00% | Add +3.9% | 2,072,913 | $46.9M |
| Amundi | 0.01% | Reduce -6.9% | 1,493,678 | $36.4M |
| Deutsche Bank AG | 0.01% | Add +0.6% | 1,504,457 | $34.0M |
| Bank of America Corp. | 0.00% | Reduce -39.1% | 1,477,525 | $33.4M |
| Bank of Nova Scotia | 0.06% | Add +144.8% | 1,456,225 | $33.0M |
| Millennium Management | 0.02% | Add +563.7% | 1,343,726 | $30.4M |
| ING Groep NV | 0.14% | Add +281.0% | 1,174,500 | $26.6M |
| Voloridge Investment Management, LLC | 0.08% | Add +111.7% | 992,269 | $22.5M |
| BNP Paribas Financial Markets | 0.02% | Reduce -25.1% | 972,474 | $22.0M |
| Octagon Capital Advisors LP | 3.19% | No change | 903,500 | $20.4M |
| Kynam Capital Management, LP | 1.36% | New | 808,607 | $18.3M |
| Renaissance Technologies | 0.02% | Add +6478.9% | 722,895 | $16.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.3% | 717,703 | $16.2M |
| Nuveen, LLC | 0.00% | Add +41.7% | 665,048 | $15.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -34.6% | 647,082 | $14.6M |
| Los Angeles Capital Management LLC | 0.05% | New | 620,790 | $14.0M |
| Trexquant Investment LP | 0.14% | Add +79.3% | 586,939 | $13.3M |
| Citadel Advisors | 0.01% | Add +32.5% | 586,452 | $13.3M |
| Ossiam | 0.16% | No change | 555,953 | $12.6M |
| Northern Trust Corp. | 0.00% | Add +4.4% | 549,248 | $12.4M |
| Woodline Partners LP | 0.06% | Add +2.3% | 542,981 | $12.3M |
| D. E. Shaw & Co. | 0.01% | Add +81.9% | 456,791 | $10.3M |
| Ikarian Capital, LLC | 2.07% | Add +502.5% | 451,902 | $10.2M |
| Citigroup Inc. | 0.01% | Add +221.4% | 444,972 | $10.1M |
| Hudson Bay Capital Management LP | 0.07% | Reduce -11.9% | 418,500 | $9.5M |
| SG Americas Securities, LLC | 0.04% | Add +825.4% | 417,392 | $9.4M |
| Marshall Wace, LLP | 0.01% | Reduce -85.3% | 396,735 | $9.0M |
| Pictet Asset Management Holding SA | 0.01% | Add +4.3% | 363,450 | $8.2M |
| HRT Financial LP | 0.03% | Add +229.9% | 353,649 | $8.0M |
| Susquehanna International Group, LLP | 0.01% | Reduce -4.5% | 313,884 | $7.1M |
| Caption Management, LLC | 0.42% | Add +32.1% | 305,000 | $6.9M |
| Cubist Systematic Strategies, LLC | 0.10% | New | 299,783 | $6.8M |
| Ieq Capital, LLC | 0.02% | Reduce -14.4% | 296,784 | $6.7M |
| Jane Street Group, LLC | 0.01% | Add +19.1% | 293,199 | $6.6M |
| 683 Capital Management, LLC | 0.62% | Reduce -29.8% | 288,000 | $6.5M |
| J. Goldman & Co LP | 0.24% | Add +202.6% | 283,153 | $6.4M |
| Jump Financial, LLC | 0.08% | Reduce -50.3% | 277,648 | $6.3M |
| Barclays PLC | 0.00% | Reduce -1.6% | 269,527 | $6.1M |
| Two Sigma Investments, LP | 0.01% | Reduce -38.0% | 252,068 | $5.7M |
| Jefferies Financial Group Inc. | 0.05% | Reduce -56.5% | 251,555 | $5.7M |
| Integral Health Asset Management, LLC | 0.41% | New | 250,000 | $5.7M |
| Bank of New York Mellon Corp | 0.00% | Add +2.0% | 248,194 | $5.6M |
| Readystate Asset Management LP | 0.53% | New | 241,977 | $5.5M |
| Rhenman & Partners Asset Management AB | 0.58% | Add +149.1% | 232,250 | $5.3M |
| Point72 Asset Management | 0.01% | New | 217,071 | $4.9M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -35.6% | 217,000 | $4.9M |
| Fiduciary Trust Co | 0.05% | Reduce -2.1% | 198,179 | $4.5M |
| ExodusPoint Capital Management, LP | 0.06% | New | 194,758 | $4.4M |
| Silvercrest Asset Management Group LLC | 0.03% | New | 190,526 | $4.3M |
| Invesco Ltd. | 0.00% | Add +10.2% | 183,016 | $4.1M |
| Boothbay Fund Management, LLC | 0.11% | Add +679.4% | 179,226 | $4.1M |
| Schroder Investment Management Group | 0.00% | Reduce -64.4% | 173,087 | $3.9M |
| Voya Investment Management LLC | 0.00% | Add +14.8% | 172,934 | $3.9M |
| Rafferty Asset Management, LLC | 0.01% | Add +17.0% | 168,352 | $3.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -44.5% | 167,464 | $3.8M |
| Y-Intercept (Hong Kong) Ltd | 0.09% | Reduce -0.3% | 163,813 | $3.7M |
| Bank of Montreal | 0.00% | Add +0.4% | 160,306 | $3.6M |
| EFG Asset Management (North America) Corp. | 0.45% | Add +48.0% | 155,399 | $3.5M |
| Sei Investments Co. | 0.00% | Add +593.8% | 155,122 | $3.5M |
| Swiss National Bank | 0.00% | Add +1.7% | 146,200 | $3.3M |
| California Public Employees Retirement System | 0.00% | Add +8.6% | 146,188 | $3.3M |
| Royal Bank of Canada | 0.00% | Reduce -81.7% | 146,207 | $3.3M |
| HighVista Strategies LLC | 0.81% | Add +68.2% | 145,729 | $3.3M |
| Walleye Capital LLC | 0.03% | Add +74.9% | 142,158 | $3.2M |
| Aquatic Capital Management LLC | 0.05% | Reduce -26.0% | 130,828 | $3.0M |
| Edgestream Partners, L.P. | 0.09% | Reduce -40.6% | 129,751 | $2.9M |
| Cerity Partners LLC | 0.00% | Add +11.7% | 128,110 | $2.9M |
| Gotham Asset Management | 0.01% | Add +6.7% | 127,158 | $2.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -42.4% | 124,373 | $2.8M |
| Qube Research & Technologies Ltd | 0.00% | New | 120,003 | $2.7M |
| Rhumbline Advisers | 0.00% | Reduce -3.8% | 117,429 | $2.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -19.1% | 114,088 | $2.6M |
| Worldquant Millennium Advisors LLC | 0.01% | New | 111,979 | $2.5M |
| Algert Global LLC | 0.04% | Reduce -28.8% | 109,733 | $2.5M |
| Simplify Asset Management Inc. | 0.05% | New | 106,888 | $2.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.3% | 97,940 | $2.2M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +4.6% | 95,595 | $2.2M |
| Cwm, LLC | 0.01% | Reduce -26.1% | 94,233 | $2.1M |
| Legal & General Group Plc | 0.00% | Reduce -3.8% | 92,392 | $2.1M |
| Rock Springs Capital Management LP | 0.12% | Add +9.1% | 92,000 | $2.1M |
| Brevan Howard Capital Management LP | 0.03% | New | 91,021 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -23.0% | 77,508 | $2.0M |
| State of Wisconsin Investment Board | 0.00% | Reduce -9.2% | 85,761 | $1.9M |
| Arax Advisory Partners | 0.03% | New | 82,067 | $1.9M |
| Alliancebernstein L.P. | 0.00% | Add +152.4% | 80,605 | $1.8M |
| Bleakley Financial Group, LLC | 0.04% | Add +2.9% | 79,305 | $1.8M |
| Raymond James Financial Inc. | 0.00% | Add +4.3% | 77,678 | $1.8M |
| Mackenzie Financial Corp. | 0.00% | Add +3.4% | 76,711 | $1.7M |
| Landscape Capital Management, L.L.C. | 0.11% | Add +16.2% | 75,000 | $1.7M |
| California State Teachers Retirement System | 0.00% | Reduce -16.6% | 73,298 | $1.7M |
| J. Safra Sarasin Holding AG | 0.03% | Reduce -39.1% | 70,500 | $1.6M |
| Man Group plc | 0.00% | New | 67,202 | $1.5M |
| Engineers Gate Manager LP | 0.02% | Add +13.0% | 66,336 | $1.5M |
| Macquarie Group Ltd. | 0.00% | New | 65,156 | $1.5M |
| Sphera Funds Management LTD. | 0.34% | Reduce -44.3% | 63,660 | $1.4M |
| Alps Advisors Inc. | 0.01% | Reduce -7.3% | 62,815 | $1.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.2% | 54,052 | $1.2M |
| PDT Partners, LLC | 0.08% | Reduce -66.3% | 53,951 | $1.2M |
| Simplex Trading, LLC | 0.03% | Reduce -3.6% | 53,901 | $1.2M |
| Campbell & CO Investment Adviser LLC | 0.09% | New | 53,540 | $1.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -77.2% | 53,516 | $1.2M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 55,000 | $1.2M |
| Squarepoint Ops LLC | 0.00% | Reduce -84.0% | 52,834 | $1.2M |
| Natixis | 0.01% | Reduce -42.4% | 52,239 | $1.2M |
| Highland Capital Management, LLC | 0.06% | New | 50,133 | $1.1M |
| New York State Common Retirement Fund | 0.00% | Reduce -17.1% | 48,837 | $1.1M |
| T. Rowe Price Investment Management, Inc. | 0.00% | Reduce -1.1% | 48,756 | $1.1M |
| Treasurer of the State of North Carolina | 0.00% | Reduce -3.8% | 48,466 | $1.1M |
| Quantinno Capital Management LP | 0.00% | New | 48,419 | $1.1M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +18.1% | 48,370 | $1.1M |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Reduce -1.8% | 48,129 | $1.1M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -43.7% | 47,282 | $1.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +82.5% | 46,113 | $1.0M |
| Mariner, LLC | 0.00% | Add +19.0% | 43,239 | $978K |
| Handelsbanken Fonder AB | 0.00% | Add +29.5% | 39,100 | $885K |
| Mercer Global Advisors Inc. | 0.00% | Add +86.4% | 39,043 | $884K |
| Point72 Hong Kong Ltd | 0.04% | New | 37,941 | $859K |
| Nomura Holdings Inc. | 0.00% | New | 36,600 | $828K |
| Creative Planning | 0.00% | Add +63.2% | 35,645 | $807K |
| Vident Advisory, LLC | 0.01% | New | 35,381 | $801K |
| Profund Advisors LLC | 0.03% | Add +21.1% | 34,712 | $786K |
| Janus Henderson Group PLC | 0.00% | No change | 34,412 | $779K |
| Scientech Research LLC | 0.27% | New | 34,182 | $774K |
| Guggenheim Capital LLC | 0.01% | Reduce -12.0% | 33,834 | $766K |
| Public Employees Retirement System of Ohio | 0.00% | Add +0.6% | 33,679 | $762K |
| Pallas Capital Advisors LLC | 0.03% | Reduce -39.7% | 33,077 | $749K |
| Voleon Capital Management LP | 0.02% | Reduce -25.3% | 32,221 | $729K |
| Gsa Capital Partners LLP | 0.06% | New | 31,446 | $712K |
| Fox Run Management, L.L.C. | 0.10% | Add +94.9% | 27,223 | $616K |
| Bayesian Capital Management, LP | 0.12% | New | 25,500 | $577K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | Reduce -8.0% | 25,465 | $576K |
| Erste Asset Management GmbH | 0.01% | Reduce -39.8% | 25,300 | $573K |
| HAP Trading, LLC | 0.15% | — | 24,763 | $560K |
| Entropy Technologies, LP | 0.04% | New | 24,603 | $557K |
| Graham Capital Management, L.P. | 0.03% | Reduce -46.2% | 23,196 | $525K |
| AlphaQuest LLC | 0.03% | Add +8.8% | 23,099 | $523K |
| Virtus Investment Advisers, LLC | 0.15% | No change | 23,073 | $522K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +3.4% | 22,709 | $514K |
| Arizona State Retirement System | 0.00% | Add +1.4% | 22,298 | $505K |
| PharVision Advisers, LLC | 0.28% | New | 22,291 | $504K |
| China Universal Asset Management Co., Ltd. | 0.04% | Reduce -12.3% | 22,137 | $501K |
| Focus Partners Wealth | 0.00% | Reduce -26.6% | 21,771 | $492K |
| Capstone Investment Advisors, LLC | 0.01% | Add +82.7% | 21,371 | $484K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +11.4% | 21,317 | $482K |
| Captrust Financial Advisors | 0.00% | Reduce -28.5% | 21,111 | $478K |
| Bayforest Capital Ltd | 0.22% | Reduce -63.2% | 20,853 | $472K |
| ADAR1 Capital Management, LLC | 0.05% | Add +17.6% | 20,000 | $453K |
| Merit Financial Group, LLC | 0.00% | Reduce -7.4% | 19,544 | $442K |
| Brighton Jones LLC | 0.01% | Add +16.2% | 19,214 | $435K |
| Dimensional Fund Advisors LP | 0.00% | New | 18,690 | $423K |
| Teacher Retirement System of Texas | 0.00% | Reduce -8.8% | 18,512 | $419K |
| FMR LLC | 0.00% | Reduce -4.1% | 18,503 | $419K |
| Corton Capital Inc. | 1.03% | Reduce -12.3% | 18,427 | $417K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -18.2% | 19,919 | $409K |
| Concentric Capital Strategies, LP | 0.02% | New | 17,979 | $407K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +186.8% | 17,747 | $402K |
| Essential Partners LLC | 0.13% | Reduce -25.7% | 17,759 | $402K |
| Xponance LLC | 0.00% | Reduce -4.8% | 17,483 | $396K |
| SummitTX Capital, L.P. | 0.02% | New | 17,232 | $390K |
| Duncan Williams Asset Management, LLC | 0.11% | No change | 17,005 | $385K |
| Allianz Asset Management GmbH | 0.00% | New | 17,000 | $385K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -43.7% | 16,547 | $374K |
| Quarry LP | 0.10% | Add +220.4% | 16,022 | $363K |
| KLP Kapitalforvaltning As | 0.00% | No change | 15,600 | $353K |
| Sherbrooke Park Advisers LLC | 0.16% | Reduce -2.2% | 15,590 | $353K |
| Victory Capital Management Inc. | 0.00% | Reduce -1.9% | 15,272 | $346K |
| HSBC Holdings PLC | 0.00% | Reduce -74.0% | 15,025 | $345K |
| Group One Trading LLC | 0.01% | Reduce -11.0% | 14,925 | $338K |
| Point72 (DIFC) Ltd | 0.02% | New | 14,591 | $330K |
| Wolverine Trading, LLC | 0.01% | Reduce -10.6% | 14,480 | $328K |
| XTX Topco Ltd | 0.02% | New | 14,407 | $326K |
| Aigen Investment Management, LP | 0.05% | New | 14,181 | $321K |
| Birchview Capital, LP | 0.24% | No change | 14,000 | $317K |
| Empowered Funds, LLC | 0.00% | Reduce -1.1% | 13,341 | $302K |
| M&T Bank Corp | 0.00% | New | 13,025 | $296K |
| Wedmont Private Capital | 0.01% | New | 11,415 | $288K |
| Acadian Asset Management LLC | 0.00% | Add +23.5% | 12,453 | $280K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 11,000 | $249K |
| Caxton Associates LLP | 0.01% | New | 10,969 | $248K |
| Walleye Trading LLC | 0.00% | Add +1272.0% | 10,441 | $236K |
| Summit Trail Advisors, LLC | 0.00% | New | 10,276 | $233K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -19.0% | 10,190 | $231K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -0.2% | 9,901 | $224K |
| Lecap Asset Management Ltd. | 0.08% | New | 9,868 | $223K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.01% | New | 9,439 | $214K |
| Keybank National Association | 0.00% | New | 9,084 | $206K |
| Twinbeech Capital LP | 0.01% | New | 8,927 | $202K |
| Amalgamated Bank | 0.00% | Add +6.9% | 8,674 | $196K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -79.0% | 8,609 | $195K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,362 | $189K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +371.9% | 7,395 | $167K |
| MetLife Investment Management, LLC | 0.00% | Add +3.0% | 6,902 | $156K |
| Stelac Advisory Services LLC | 0.04% | New | 5,520 | $125K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +0.6% | 4,882 | $110K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -10.4% | 4,865 | $110K |
| Covestor Ltd | 0.05% | Reduce -11.1% | 4,088 | $93K |
| Osaic Holdings, Inc. | 0.00% | Add +17.6% | 3,154 | $80K |
| Quantbot Technologies LP | 0.00% | New | 2,813 | $64K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -14.7% | 2,717 | $61K |
| US Bancorp \de | 0.00% | Reduce -12.8% | 2,666 | $60K |
| STRS Ohio | 0.00% | Add +0.0% | 2,578 | $58K |
| Wells Fargo & Company | 0.00% | Reduce -99.8% | 2,463 | $56K |
| KBC Group NV | 0.00% | No change | 2,313 | $52K |
| Allworth Financial LP | 0.00% | Add +64.1% | 2,194 | $50K |
| Jones Financial Companies LLLP | 0.00% | Add +206.8% | 2,037 | $46K |
| Parallel Advisors, LLC | 0.00% | Add +2.4% | 1,970 | $45K |
| Clearstead Advisors, LLC | 0.00% | Reduce -44.7% | 1,719 | $39K |
| Signaturefd, LLC | 0.00% | Add +24.3% | 1,489 | $34K |
| Leonteq Securities AG | 0.00% | Reduce -8.3% | 1,119 | $25K |
| IFP Advisors, Inc | 0.00% | Add +3.3% | 1,109 | $25K |
| Rockefeller Capital Management L.P. | 0.00% | New | 1,030 | $23K |
| True Wealth Design, LLC | 0.01% | Add +66.8% | 946 | $21K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.2% | 601 | $14K |
| Atlantic Private Wealth, LLC | 0.01% | No change | 600 | $14K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | No change | 594 | $13K |
| Versant Capital Management, Inc | 0.00% | Reduce -5.1% | 573 | $13K |
| Aster Capital Management (DIFC) Ltd | 0.01% | Reduce -10.1% | 555 | $13K |
| Archer Investment Corp | 0.00% | No change | 500 | $11K |
| Quent Capital, LLC | 0.00% | New | 445 | $10K |
| Daiwa Securities Group Inc. | 0.00% | No change | 429 | $10K |
| Larson Financial Group LLC | 0.00% | Add +13000.0% | 393 | $9K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -89.2% | 377 | $9K |
| Comerica Bank | 0.00% | Add +16.2% | 366 | $8K |
| Farther Finance Advisors, LLC | 0.00% | Add +403.0% | 332 | $8K |
| GAMMA Investing LLC | 0.00% | Add +194.9% | 230 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +70.8% | 181 | $4K |
| Quadrant Capital Group LLC | 0.00% | New | 169 | $4K |
| Sterling Capital Management LLC | 0.00% | Reduce -0.6% | 164 | $4K |
| Advisory Services Network, LLC | 0.00% | New | 159 | $4K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 150 | $3K |
| Capital Advisors, Ltd. LLC | 0.00% | New | 136 | $3K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 100 | $2K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 97 | $2K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 95 | $2K |
| TD Private Client Wealth LLC | 0.00% | Reduce -7.8% | 94 | $2K |
| SBI Securities Co., Ltd. | 0.00% | Add +2.2% | 93 | $2K |
| Crewe Advisors LLC | 0.00% | New | 88 | $2K |
| Clearstead Trust, LLC | 0.00% | Add +760.0% | 86 | $2K |
| Sunbelt Securities, Inc. | 0.00% | New | 84 | $2K |
| Sachetta, LLC | 0.00% | No change | 60 | $1K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 50 | $1K |
| Capital Analysts, LLC | 0.00% | No change | 57 | $1K |
| Parkside Financial Bank & Trust | 0.00% | No change | 36 | $815 |
| Kilter Group LLC | 0.00% | New | 23 | $521 |
| Bare Financial Services, Inc | 0.00% | New | 21 | $475 |
| Global Retirement Partners, LLC | 0.00% | Add +233.3% | 20 | $453 |
| Bell Investment Advisors, Inc | 0.00% | New | 19 | $430 |
| Rise Advisors, LLC | 0.00% | New | 18 | $407 |
| SouthState Bank Corp | 0.00% | No change | 15 | $340 |
| Rothschild Investment LLC | 0.00% | New | 12 | $272 |
| Cromwell Holdings LLC | 0.00% | New | 10 | $227 |
| MV Capital Management, Inc. | 0.00% | No change | 8 | $182 |
| WPG Advisers, LLC | 0.00% | No change | 5 | $113 |
| Wealthspire Advisors, LLC | 0.00% | New | 4 | $91 |
| Manchester Capital Management LLC | 0.00% | No change | 3 | $68 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 3 | $68 |
| Activest Wealth Management | 0.00% | Reduce -95.7% | 1 | $23 |
| Smartleaf Asset Management LLC | 0.00% | New | 1 | $22 |
"% of holder's portfolio" is APLS's weight in each manager's 13F, not the share of Apellis Pharmaceuticals Inc. the manager owns.